Buyer qualification, automated.
Stop wasting 20 hours a week on tire kickers. Aldrich vets every buyer automatically—with perfect manners and zero tolerance. Only qualified, verified buyers reach your desk.
Every NDA signed. Every buyer screened. 18+ hours saved per deal.
The airlock your deal flow needs.
Aldrich transforms buyer inquiries from a time sink into a seamless qualification pipeline. Every buyer is vetted, every NDA is signed, every set of credentials is verified—before they ever reach your inbox.
NDAs signed before you finish your coffee.
Aldrich presents your NDA the moment a buyer expresses interest. Pre-filled with their information, electronically signed, and automatically stored in the deal record.
Reminders are sent automatically. Follow-ups are handled gracefully. 92% of NDAs are signed within 24 hours. You never chase a signature again.
Verify who they are. Verify what they have.
Identity verification ensures you know exactly who's on the other side of the table. Proof of Funds verification—via secure bank connection or statement upload—confirms they have the capital to close.
No more wasted tours. No more phantom offers. Every buyer in your pipeline has been vetted to your standards before you spend a minute on them.
Your standards, automatically enforced.
Set your qualification criteria once—minimum liquidity, geographic restrictions, industry experience—and Aldrich applies them to every inquiry. Buyers who meet your thresholds are approved instantly.
Those who fall short receive a courteous decline. Those in the middle await your review. Every decision is logged, every interaction recorded.
Every inquiry, handled with care.
From buyer profiling to automated follow-ups, Aldrich provides the comprehensive vetting infrastructure your deal flow demands.
Buyer profiling
Categorize buyers automatically: Individual, Search Fund, Private Equity, Strategic Acquirer. Know who you're dealing with before the first call.
Timeline tracking
Understand each buyer's urgency. Active buyers ready to close in 90 days are flagged differently than those "just exploring."
NDA template library
Maintain firm defaults and deal-specific templates. Switch between them effortlessly. Every executed NDA is stored and searchable.
Automated reminders
Buyers who stall in the qualification process receive gentle nudges at intervals you define. No more manual follow-up emails.
Buyer badges
At a glance, see which buyers have signed NDAs, verified their identity, and confirmed their funds. Trust is earned and displayed.
Graceful declines
Buyers who don't meet your criteria receive a polished, professional response. No bridges burned—just standards maintained.
Results that speak for themselves.
Aldrich has been quietly vetting buyers and protecting broker time across thousands of transactions.
Buyers qualified through Aldrich's airlock
NDA completion rate within 24 hours
Average broker time saved per deal (vs. 20+ hours manual)
Tire kickers who slipped through
I used to spend 20 hours a week on tire kickers. Now Aldrich handles all of it. The only buyers who reach me are the ones who've signed the NDA, verified their funds, and proven they're serious. Everyone else gets a polite goodbye.
Marcus Thompson
Principal, Thompson Business Advisors
Frequently asked questions
Everything you need to know about Aldrich and the buyer qualification airlock.
When a buyer inquires about a deal, Aldrich immediately presents your NDA— pre-filled with their information. They review and sign electronically using our BoldSign integration, typically completing the process in under five minutes.
The executed NDA is automatically stored in the deal record, timestamped, and associated with the buyer's profile. You're notified when it's complete.
Yes. While you can set firm-wide defaults (minimum liquidity, ID verification requirements, geographic restrictions), each deal can have its own criteria. A larger deal might require higher proof of funds. A local business might restrict inquiries to buyers in the region. Aldrich enforces whatever rules you define.
Buyers can verify their liquidity in two ways: by connecting their bank account securely via Plaid (which confirms balances without sharing account numbers), or by uploading a recent bank statement for manual review.
You set the minimum threshold. Aldrich confirms whether they meet it and badges their profile accordingly. The specific amounts are visible only to you.
Aldrich sends a polished, professional decline message. The tone is courteous— thanking them for their interest and explaining that the opportunity isn't the right fit at this time. No bridges are burned, no doors are slammed. Just standards maintained. You can customize this message if you prefer different language.
Absolutely. Aldrich handles the obvious cases automatically—approving buyers who clearly meet your criteria and declining those who clearly don't. But borderline cases are queued for your review. You always have the final say, and you can override any of Aldrich's decisions with a single click.
Let Aldrich guard the door.
Request a demo to see how buyer qualification automation can give you back 18+ hours per deal and ensure only qualified buyers reach your desk.